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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
1901
Wells Trecaso Financial Group
Ohio
$223K +$208K +3,675 New
FPGK
1902
Financial Partners Group (Kansas)
Kansas
$223K +$208K +3,680 New
AHC
1903
Anderson Hoagland & Co
Missouri
$222K -$19.8K -350 -9%
CWM
1904
Circle Wealth Management
New Jersey
$222K +$207K +3,657 New
PWM
1905
Patriot Wealth Management
Texas
$220K +$204K +3,618 New
1WA
1906
180 Wealth Advisors
Washington
$220K +$205K +3,622 New
BAM
1907
Belpointe Asset Management
Nevada
$219K -$44.3K -785 -18%
MC
1908
Miles Capital
Iowa
$218K -$23.9K -423 -11%
BST
1909
Bath Savings Trust
Maine
$218K +$203K +3,600 New
ECM
1910
Ensemble Capital Management
California
$218K +$203K +3,600 New
WCA
1911
Waratah Capital Advisors
Ontario, Canada
$217K +$202K +3,580 New
IWA
1912
Inspirion Wealth Advisors
Illinois
$216K +$201K +3,560 New
SC
1913
SRB Corp
Massachusetts
$215K +$7.46K +132 +4%
UBG
1914
United Bank (Georgia)
Georgia
$214K +$200K +3,533 New
RIA
1915
RPG Investment Advisory
California
$212K -$30.8K -546 -14%
DA
1916
Dillon & Associates
Michigan
$212K -$16.9K -300 -8%
GAM
1917
Gemmer Asset Management
California
$211K +$17.1K +303 +10%
RIM
1918
Reliant Investment Management
Tennessee
$211K +$197K +3,485 New
OSNBOA
1919
Old Second National Bank of Aurora
Illinois
$209K -$3.28K -58 -2%
MCM
1920
Maple Capital Management
Vermont
$209K +$194K +3,437 New
SIM
1921
Sigma Investment Management
Oregon
$209K +$194K +3,438 New
SFS
1922
Summit Financial Strategies
Ohio
$209K +$195K +3,448 New
BDWM
1923
Brewin Dolphin Wealth Management
Ireland
$207K – – –
AP
1924
Arlington Partners
Alabama
$207K +$193K +3,420 New
BWA
1925
BDO Wealth Advisors
Florida
$206K +$24.1K +426 +14%
75 76
77
78 79